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Remote Financial Counselor Jobs in Temple, TX (NOW HIRING)

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Remote Financial Counselor information

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How much do remote financial counselor jobs pay per hour?

As of Sep 2, 2026, the average hourly pay for remote financial counselor in Temple, TX is $20.16, according to ZipRecruiter salary data. Most workers in this role earn between $16.97 and $22.12 per hour, depending on experience, location, and employer.

What is a remote financial counselor?

A Remote Financial Counselor provides financial guidance and support to clients from a remote location, typically via phone, video calls, or online platforms. They help individuals manage budgets, reduce debt, improve credit, and plan for financial goals. This role often requires knowledge of financial principles, advising techniques, and sometimes certification or licensing. Remote Financial Counselors may work for financial institutions, nonprofits, or as independent consultants. Their primary goal is to educate and empower clients to make informed financial decisions.

What does a remote financial counselor do?

A typical day for a Remote Financial Counselor includes conducting scheduled video or phone consultations with clients, reviewing and analyzing their financial situations, and providing tailored advice on budgeting, debt management, and future planning. You’ll also update and maintain client records using digital tools, respond to emails or chat inquiries, and occasionally prepare educational materials. Collaboration with other financial professionals or specialists may be required for complex cases. The remote nature of the role offers flexibility but also requires strong self-management to remain productive and responsive to client needs.

What are the key skills and qualifications needed to thrive as a remote financial counselor?

To thrive as a Remote Financial Counselor, you need a strong background in personal finance, counseling, and financial planning, often supported by a relevant degree or certification such as AFC®, CFP®, or similar credentials. Familiarity with financial planning software, secure communication platforms, and CRM systems is typically required for efficient virtual advising. Outstanding interpersonal skills, active listening, and the ability to explain complex concepts clearly set exceptional counselors apart. These skills are crucial for building trust, providing effective guidance, and empowering clients to make sound financial decisions from a remote setting.

What job categories do people searching Remote Financial Counselor jobs in Temple, TX look for?

The top searched job categories for Remote Financial Counselor jobs in Temple, TX are:

What cities near Temple, TX are hiring for Remote Financial Counselor jobs?

Cities near Temple, TX with the most Remote Financial Counselor job openings:

Remote Financial Counselor jobs near you
Infographic showing various Remote Financial Counselor job openings in Temple, TX as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $41,923 per year, or $20.2 per hour.

Estate & Retirement Financial Advisor | Pre-Set Appointments | No Prospecting

United Placement Group

Killeen, TX • Remote

$200K - $300K/yr

Full-time, Contractor

Medical, Life, Retirement

Posted 6 days ago

Job description

Estate & Retirement Financial AdvisorOutside Advisor | 1099 | Pre-Set Appointments | No Prospecting | Commission-Based, $100K+ Potential

Tired of paying for leads, running seminars, or chasing paperwork? This opportunity is built for experienced advisors who want to spend their time closing — not prospecting. We provide the clients, the pre-scheduled appointments, and the back-end support. You focus on advising and earning.

This is an outside advisor role: you'll meet with clients in the field — at their home or another pre-set location — as well as through pre-scheduled virtual appointments, as a 1099 independent contractor.

What You Get
  • Pre-set, qualified appointments — targeting 10–12 per week, no cold calling
  • No marketing costs — we handle lead generation
  • Full back-office support — a dedicated Case Manager handles case design, applications, and follow-up
  • Streamlined process — minimal paperwork headaches
  • Access to top carriers — annuity, insurance, and retirement income solutions
  • Room to grow — potential for additional sales opportunities for advisors who want to expand their book of business
Income Potential
  • Commission-based — not a guaranteed salary
  • Typical earnings: $100K–$200K
  • Top producers: $300K+
  • Actual income depends on closing skills and production; a consistent flow of pre-set appointments gives you a consistent opportunity to produce
What You'll Do
  • Meet with pre-qualified prospects in the field — many already clients of our Estate Planning services — interested in retirement and estate planning
  • Recommend annuity, insurance, and retirement income strategies based on client needs, including Roth conversions
  • Close business and maintain client relationships
  • Work alongside a dedicated Case Manager and Appointment Setter
Requirements
  • Active Health & Life license (required)
  • Series 65, Series 7 & 66, or similar (ChFC, RICP a plus or willing to obtain)
  • Familiarity with Roth conversions and retirement income planning
  • Proven sales experience with a consultative, needs-based approach
  • Clean U4 (if currently registered)
  • Reliable transportation and willingness to travel to meet clients within your territory, with occasional overnight stays as needed

If you're ready to step into a system where the appointments are set, the support is built in, and your income is tied to production — not prospecting — apply now.

This is a 1099 independent contractor position.